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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,423 | $124,980-56.5% | $108,359-49.8% | $154,746-64.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.79% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,850 | $2,8510% | $2,399+18.8% | $4,379-34.9% |
| Participant deferral / active EE | $2,394 | $4,743-49.5% | $4,137-42.1% | $6,730-64.4% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |